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Overview
The Zeta Optima gathers various key data points from your active LTA program and presents the analyzed outputs such as reports, trends or analytics indicators in the LTA dashboard that provide useful business insights.
The dashboard provides a detailed and real-time analytics and reporting of LTA reimbursement transfers such as scheduled, successful, stalled or failed transfers including the reimbursement patterns of all beneficiaries. In addition, you can dive deep into minute details on each transfer, viewing invoices of successful / scheduled transfers, viewing an individual statement to track spending or bills and reimbursement patterns.
LTA Dashboard
Zeta Optima LTA dashboard is infused with data and metrics that matters to you. Get into breadth and depth of each dashboard to review and analyze your entire LTA benefits program:
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Status Types
Various status types that are triggered after you create a transfer:
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Analyze Your Active LTA Program
- Login to the Zeta Optima platform
From the left panel menu, go to Zeta Optima > Programs > LTA Card. This opens up the Overview tab.
The LTA dashboard highlights the overall usage patterns of your program, for example, which location employees mostly use, the benefit amount, and what payment tools they use to pay for their spends.
See LTA Dashboard table for detailed descriptions about various indicators.
View All Transfers
- Login to the Zeta Optima platform.
From Zeta Optima menu, go to Active Programs > LTA Card > Transfer Orders tab. This opens up all transfers such as scheduled, successful, cancelled or failed orders.
On this page, click any order ID to view the granular details about individual entry in a specific transfer.
View Scheduled Transfers
- Login to the Zeta Optima platform
From Zeta Optima menu, go to Active Programs > LTA Card > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed orders.
Click the transfer ID of a scheduled transfer or filter your search by status type as "scheduled". This lists all individual entries in a scheduled transfer.
Using the search option, you can search for an individual by their names.
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Notice the options such as total transferred, scheduled, waiting for beneficiary, successful and failed for your precise and fast lookup.
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View Completed Transfers
- Login to the Zeta Optima platform
From Zeta Optima menu, go to Active Programs > LTA Card > Transfer Orders tab. This opens up all transfers such as scheduled, completed, canceled, stalled or failed orders.
- Click the transfer ID of a successful transfer or filter your search by status type as "successful". This lists all individual entries in a successful transfer.
Using the search option, you may also search for an individual by name.
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Notice the options such as total transferred, scheduled, waiting for beneficiary, successful and failed for your precise and fast lookup.
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View Monthly Transfer Report
- Login to the Zeta Optima platform
From Zeta Optima menu, go to Active Programs > LTA Card > Transfer Report tab. This lists funding details of all transfers such as scheduled, successful, canceled or revoked in a financial year.
Click a Transfer Month to view funding details of a particular month.
View Employees and Statements
- Login to the Zeta Optima platform
From Zeta Optima menu, go to Active Programs > LTA Card > Beneficiaries tab. This lists all employees with their various LTA transaction details such as transferred, spent and reimbursed amounts under an active LTA program. Using the search option, you may also search for an employee by name, email or mobile.
Click the more action () and then select View Statement against an individual to view or download the consolidated payout statement.
- The employee statement gives a consolidated view of LTA reimbursement patterns including personal details, eligibility, bills in review and deposits for your internal tracking any time or periodically.
View Employee's Spending
The dashboard describes employees spending trends on how they are using the benefit credits using the Zeta Optima LTA program.
- Login to the Zeta Optima platform
- From Zeta Optima menu, go to Active Programs > LTA Card > Spends tab. This lists the employees with their spending details. You may also review an individual using the search option.
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Notice the graph to understand the spending patterns of employees in a financial year. |
View Employee's Reimbursement Claims
- Login to the Zeta Optima platform
From Zeta Optima menu, go to Active Programs > LTA Card > Reimbursements tab. This lists the employees with reimbursement details such as claimed amount, claim status, supporting bills and merchants. You may also review an individual using the search option or filter your search by status type.
Note Notice the graph to review the sum total of all reimbursement claims including the approved, pending and declined claims.
- Click the more action ()icon and then select View Claim History against an individual to view the claim history.
View Claims
- Login to the Zeta Optima platform
From the left panel menu, go to Zeta Optima > Programs > LTA Card > Claims tab. This lists all employees with their various LTA card transaction details such as merchant, document submitted, claimed amount, approved amount and approval status under an active LTA program.
- Using the filter by status drop-down, you may also filter by pending, approved or declined claims.
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